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This role functions within the finance industry and will involve managing a complex portfolio of consumer loans, processing customer credit applications, and delivering excellent customer service in a high-paced, team oriented environment.
Job Responsibility:
Originate new loan business by identifying and acting on opportunities with new and existing customers
Provide detailed explanations of the loan process and loan products to potential borrowers
Complete loan applications and proposals for new borrowers, and follow up with pending applicants
Address customer concerns proactively and collaborate with management to devise and implement strategies for potential problem loans
Maintain a well-organized system for loan folders and files
Consistently work towards meeting or exceeding loan goals
Process insurance claims, follow-ups and payments on a daily basis, and keep an updated insurance log
Provide top-tier customer service through daily transactions, customer inquiries and problem resolution
Handle incoming phone calls and check the branch's voicemail regularly
Demonstrate the organization's philosophy and core values through strong communication and customer relations skills
Requirements:
Exceptional ability in answering inbound calls promptly and in a detail oriented manner
Prior experience in a call center customer service environment
Demonstrated skills in providing excellent customer service
Proficient in data entry tasks with high accuracy
Ability to handle email correspondence in a timely and detail oriented manner
Experience in managing both inbound and outbound calls
Proficiency in using Microsoft Excel for data management and analysis
Strong skills in utilizing Microsoft Word for document creation and editing
Experience in handling order entry tasks efficiently
Ability to schedule appointments accurately and manage calendars effectively
What we offer:
medical, vision, dental, and life and disability insurance
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